Our Team

Keith is a Partner and Senior Advisor with Foundations Financial Partners, LLC.

He has an undergraduate degree in Bible from Cairn University. He received his Master’s in Organizational Leadership in 2001 from Cairn University. He holds FINRA Series 7, 66, and 24 securities registrations. He is a licensed Life, Accident and Health Insurance professional

Mr. Tomer has extensive public speaking experience, and has served clients and worked with other professional advisors for 10 years. He is passionate about continuing education and professionalism in the financial services industry. He is a member of the Financial Planning Association (FPA).

Prior to joining the Financial Services Industry in 2004, Keith was the Administrative Pastor for a large church in the Bucks County area. As a pastor, he was continually reminded of the financial challenges that individuals, families and business owners face as well as the unique struggles encountered by non-profit organizations. As an advisor with Foundations, Keith can help families, individuals and businesses with these specific challenges and allow them to realize their dreams.

“I love helping my clients work through the financial opportunities they face. Whether it is guiding them through the budget process, discussing how to fund their children’s college education or helping them achieve a successful retirement, planning in advance can make all of the difference. We live in a complex financial world; it is my job to partner with my clients to provide them with understandable alternatives to the financial opportunities they grapple with.”

He and his wife, Charlene both grew up and reside in Bucks County. In fact, they both attended Central Bucks East High School, but they did not meet until college. They have three children and enjoy riding their bikes, kayaking, paddle boarding, and going to the beach. The Tomer family is active in their church and community.

“Careful planning puts you ahead in the long run; Hurry and scurry puts you farther behind”.

-Proverbs 21:5 (The Message)

Keith is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.

Todd is a financial advisor with Foundations Financial Partners, LLC providing comprehensive financial planning services and advice to individuals, families and small businesses.

He has an undergraduate degree in Psychology from James Madison University. Prior to joining the Financial Services Industry, Todd immersed himself into the world of golf. His entrepreneurial spirit and love for the sport inspired him to become a member of the PGA. As a PGA member, he discovered his passion for teaching and helping others achieve their goals.

"One of the things that I loved about being a golf professional was the educational aspect of my job. I enjoyed having a technical knowledge that was sought after by clients looking to improve their game. I pride myself on my ability to analyze a situation, develop a solution, and deliver it in a way that is easy for my clients to understand and apply. I apply this same process in my service as a financial advisor. Nothing inspires me more than seeing individuals and families achieve and protect their hopes and financial dreams."

Throughout his career, Todd has managed several small business ventures including his own start-up advertising company. He has experienced the growing pains of business, but also has reaped the rewards of his success with good financial planning.

"I believe the experience from my previous professions provide me with the ability to offer a holistic yet realistic approach to the financial needs of individuals, families and small businesses."

Todd is a Registered Representative and Investment Advisor affiliated with Securian Financial Services, Inc. He holds FINRA Series 7 and 66 securities registrations and is a licensed Life, Accident and Health Insurance professional.

Todd currently resides in Abington, PA with his wife Hannah and son. They enjoy golfing, fishing, and traveling.

"Finding good partners is the key to success in anything: In business, in marriage and especially, in investing."

 - Robert Kyosaki

Todd is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.

Roark is the Client Services and Operations Director for Foundations Financial Partners, LLC.

Roark has been in the financial services industry since 1987.   His extensive experience in both accounting and financial services is a significant asset to the firm and its clients.  In addition to Roark’s extensive experience his passion for providing unparalleled service for clients is the backbone for all we do at Foundations Financial Partners.

Roark plays an integral role in the coordination of Foundation’s financial planning process.  He is involved from the design through the service phase and provides continuity, stability, and a great deal of wisdom and perspective. He is a member of the PA Institute of Certified Public Accountants and is a Chartered Financial Consultant (ChFC®).

Roark received a B.A. in Business Administration with a specialty in accounting from Gettysburg College.   

Roark currently resides in the Lehigh Valley with his wife Renee. He is an avid Philadelphia sports fan and lifelong soccer player.

“A house divided against itself cannot stand”

– Abraham Lincoln

Financial Advisors do not provide specific tax/legal advice. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation.

Roark is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  Member FINRA/SIPC. A securities dealer and registered investment advisor.  Foundations Financial Partners, LLC is independently owned and operated.

Jaclyn joined our firm in 2015 as a Business Processor. Since then she obtained her series 7 and moved into the Special Project Coordinator position.

Jaclyn has continued her education through the years in mathematics, business, and computer science. She brings our team professional experience in insurance processing, client services, marketing, and accounting. It is her broad range of business knowledge and experience that makes her a key asset in firm strategy design and business operations planning here at Foundations Financial.  Jaclyn is a Registered Representative of Securian Financial Services, Inc

“I believe a business’s strategies are just as complicated and vital as a building’s architecture. I’m passionate about designing strong, long-lasting ‘foundations’.”

Jaclyn resides in Doylestown, PA with her husband, Adam and their two children. Her interests include cooking, entertaining, films and music. She also spends time participating and volunteering at Central Bucks Family YMCA and First Baptist Church of Doylestown.

“The ability to convert ideas to things is the secret of outward success.” – Henry Ward Beecher